PAG
PWY

Private Advisor Group’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Private Advisor Group’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-956
Closed -$23K – 1398
2014
Q3 		$23K Buy
+956
New +$23K ﹤0.01% 1131

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Private Advisor Group's PWY Position: Q4 2014 in Review

Private Advisor Group sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q4 2014, closing a stake of 956 shares — an estimated $23K sold.

Private Advisor Group first reported a position in PWY in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 25 funds tracked by Wall St. Rank hold PWY as of Q4 2014.

  • Private Advisor Group reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 956 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q4 2014, an estimated $23K.
  • Private Advisor Group first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $23K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.